feat: 数字员工财务报告体系与定时提醒及看板快照调度
- 新增数字员工财务报告生成、邮件投递与渲染调度器 - 引入员工画像扫描调度与定时提醒任务 - 完善财务看板快照、排行口径与部门人员占比计算 - 优化数字员工工作看板仪表盘与技能目录 - 增强前端总览页图表、工作台摘要与顶部导航栏交互 - 新增差旅申请规划推动提醒与报销创建会话状态管理 - 补充财务报告、看板调度、数字员工工作记录测试覆盖
This commit is contained in:
caoxiaozhu
319
server/src/app/services/finance_report_context.py
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319
server/src/app/services/finance_report_context.py
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from __future__ import annotations
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from dataclasses import asdict, dataclass
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from datetime import UTC, date, datetime, timedelta
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from decimal import Decimal
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from typing import Any, Literal
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from zoneinfo import ZoneInfo
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from sqlalchemy import select
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from sqlalchemy.orm import Session
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from app.models.agent_run import AgentRun
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from app.models.employee_behavior_profile import EmployeeBehaviorProfileSnapshot
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from app.models.risk_observation import RiskObservation
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from app.services.finance_dashboard import FinanceDashboardService
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FinanceReportType = Literal["weekly", "quarterly", "annual"]
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@dataclass(frozen=True, slots=True)
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class FinanceReportPeriod:
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report_type: FinanceReportType
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start_date: date
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end_date: date
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label: str
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title: str
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def to_dict(self) -> dict[str, Any]:
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payload = asdict(self)
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payload["start_date"] = self.start_date.isoformat()
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payload["end_date"] = self.end_date.isoformat()
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return payload
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class FinanceReportContextService:
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def __init__(self, db: Session) -> None:
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self.db = db
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def build_context(
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self,
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*,
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report_type: FinanceReportType = "weekly",
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start_date: date | None = None,
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end_date: date | None = None,
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now: datetime | None = None,
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) -> dict[str, Any]:
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generated_at = now or datetime.now(UTC)
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period = self.resolve_period(
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report_type=report_type,
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start_date=start_date,
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end_date=end_date,
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now=generated_at,
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)
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dashboard = FinanceDashboardService(self.db).build_dashboard(
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range_key="自定义",
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start_date=period.start_date,
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end_date=period.end_date,
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trend_range="近12天" if report_type == "weekly" else "近30天",
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department_range="本季度" if report_type != "weekly" else "本月",
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)
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dashboard_payload = dashboard.model_dump(mode="json")
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risk_summary = self._risk_summary(period)
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profile_summary = self._profile_summary(period)
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digital_employee_summary = self._digital_employee_summary(period)
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actions = self._action_items(dashboard_payload, risk_summary)
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insights = self._insights(dashboard_payload, risk_summary, profile_summary, actions)
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return {
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"report_type": report_type,
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"period": period.to_dict(),
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"generated_at": generated_at.isoformat(),
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"dashboard": dashboard_payload,
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"risk_summary": risk_summary,
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"profile_summary": profile_summary,
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"digital_employee_summary": digital_employee_summary,
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"insights": insights,
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"action_items": actions,
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"summary": self._summary(dashboard_payload, risk_summary, actions),
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}
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@staticmethod
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def resolve_period(
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*,
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report_type: FinanceReportType,
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start_date: date | None,
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end_date: date | None,
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now: datetime,
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) -> FinanceReportPeriod:
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if start_date and end_date:
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begin = min(start_date, end_date)
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finish = max(start_date, end_date)
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return FinanceReportPeriod(
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report_type=report_type,
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start_date=begin,
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end_date=finish,
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label=f"{begin.isoformat()} 至 {finish.isoformat()}",
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title=_report_title(report_type),
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)
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local_now = now.astimezone(ZoneInfo("Asia/Shanghai")) if now.tzinfo else now
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today = local_now.date()
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if report_type == "annual":
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year = today.year - 1
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begin = date(year, 1, 1)
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finish = date(year, 12, 31)
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label = f"{year} 年"
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elif report_type == "quarterly":
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current_quarter = (today.month - 1) // 3 + 1
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year = today.year
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quarter = current_quarter - 1
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if quarter <= 0:
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quarter = 4
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year -= 1
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month = (quarter - 1) * 3 + 1
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begin = date(year, month, 1)
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finish = _month_end(year, month + 2)
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label = f"{year} 年 Q{quarter}"
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else:
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current_week_start = today - timedelta(days=today.weekday())
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begin = current_week_start - timedelta(days=7)
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finish = current_week_start - timedelta(days=1)
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label = f"{begin.isoformat()} 至 {finish.isoformat()}"
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return FinanceReportPeriod(
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report_type=report_type,
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start_date=begin,
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end_date=finish,
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label=label,
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title=_report_title(report_type),
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)
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def _risk_summary(self, period: FinanceReportPeriod) -> dict[str, Any]:
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start_dt = _day_start(period.start_date)
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end_dt = _day_after(period.end_date)
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rows = list(
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self.db.scalars(
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select(RiskObservation).where(
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RiskObservation.created_at >= start_dt,
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RiskObservation.created_at < end_dt,
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)
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).all()
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)
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high_rows = [row for row in rows if str(row.risk_level or "").lower() == "high"]
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pending_rows = [
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row for row in rows if str(row.status or "").lower() in {"pending_review", "open"}
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]
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top_signals: dict[str, int] = {}
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for row in rows:
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label = str(row.title or row.risk_signal or "风险观察").strip()
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top_signals[label] = top_signals.get(label, 0) + 1
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return {
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"risk_count": len(rows),
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"high_risk_count": len(high_rows),
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"pending_review_count": len(pending_rows),
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"top_signals": [
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{"name": name, "count": count}
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for name, count in sorted(
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top_signals.items(),
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key=lambda item: item[1],
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reverse=True,
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)[:5]
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],
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}
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def _profile_summary(self, period: FinanceReportPeriod) -> dict[str, Any]:
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start_dt = _day_start(period.start_date)
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end_dt = _day_after(period.end_date)
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rows = list(
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self.db.scalars(
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select(EmployeeBehaviorProfileSnapshot).where(
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EmployeeBehaviorProfileSnapshot.calculated_at >= start_dt,
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EmployeeBehaviorProfileSnapshot.calculated_at < end_dt,
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)
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).all()
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)
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attention_rows = [
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row
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for row in rows
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if str(row.profile_level or "").lower() in {"attention", "high", "warning"}
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or int(row.profile_score or 0) >= 80
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]
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return {
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"snapshot_count": len(rows),
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"attention_profile_count": len(attention_rows),
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"top_profiles": [
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{
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"name": row.subject_name,
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"department": row.department_name or "",
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"score": row.profile_score,
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"level": row.profile_level,
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}
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for row in sorted(
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rows,
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key=lambda item: int(item.profile_score or 0),
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reverse=True,
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)[:5]
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],
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}
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def _digital_employee_summary(self, period: FinanceReportPeriod) -> dict[str, Any]:
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start_dt = _day_start(period.start_date)
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end_dt = _day_after(period.end_date)
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rows = list(
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self.db.scalars(
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select(AgentRun).where(
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AgentRun.agent == "hermes",
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AgentRun.started_at >= start_dt,
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AgentRun.started_at < end_dt,
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)
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).all()
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)
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succeeded = [row for row in rows if row.status == "succeeded"]
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reports = [
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row
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for row in rows
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if "finance_report" in str((row.route_json or {}).get("task_type") or "")
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]
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return {
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"run_count": len(rows),
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"succeeded_count": len(succeeded),
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"report_count": len(reports),
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}
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def _action_items(
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self,
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dashboard: dict[str, Any],
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risk: dict[str, Any],
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) -> list[dict[str, Any]]:
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actions: list[dict[str, Any]] = []
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for item in list(dashboard.get("bottlenecks") or [])[:4]:
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name = str(item.get("name") or "财务关注项").strip()
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tone = str(item.get("tone") or "neutral").strip()
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if tone in {"warning", "danger"}:
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actions.append(
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{
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"title": name,
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"owner": str(item.get("role") or "财务运营组"),
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"priority": "high" if tone == "danger" else "medium",
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"suggestion": (
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f"请跟进{name}："
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f"{item.get('duration') or ''} {item.get('status') or ''}"
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).strip(),
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}
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)
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if int(risk.get("pending_review_count") or 0) > 0:
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actions.append(
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{
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"title": "风险观察待复核",
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"owner": "风控与审计部",
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"priority": "high",
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"suggestion": f"当前有 {risk['pending_review_count']} 条风险观察待复核。",
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}
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)
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return actions[:6]
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def _insights(
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self,
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dashboard: dict[str, Any],
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risk: dict[str, Any],
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profile: dict[str, Any],
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actions: list[dict[str, Any]],
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) -> list[str]:
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totals = dashboard.get("totals") if isinstance(dashboard.get("totals"), dict) else {}
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amount = float(totals.get("reimbursementAmount") or 0)
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count = int(totals.get("reimbursementCount") or 0)
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budget_rate = float(totals.get("budgetUsageRate") or 0)
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insights = [
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f"本周期报销 {count} 单，费用金额 {_money(amount)}。",
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f"预算使用率 {budget_rate:.1f}%，需关注预算预警和预占释放。",
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(
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f"风险观察 {risk.get('risk_count', 0)} 条，"
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f"其中高风险 {risk.get('high_risk_count', 0)} 条。"
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),
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]
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if int(profile.get("attention_profile_count") or 0) > 0:
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insights.append(f"员工画像中有 {profile['attention_profile_count']} 个高关注样本。")
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if actions:
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insights.append(f"数字员工整理出 {len(actions)} 项管理动作，建议纳入本周跟进。")
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return insights[:5]
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@staticmethod
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def _summary(
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dashboard: dict[str, Any],
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risk: dict[str, Any],
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actions: list[dict[str, Any]],
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) -> dict[str, Any]:
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totals = dashboard.get("totals") if isinstance(dashboard.get("totals"), dict) else {}
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return {
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"reimbursement_count": int(totals.get("reimbursementCount") or 0),
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"reimbursement_amount": float(totals.get("reimbursementAmount") or 0),
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"pending_payment_amount": float(totals.get("pendingPaymentAmount") or 0),
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"risk_count": int(risk.get("risk_count") or 0),
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"action_count": len(actions),
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}
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def _report_title(report_type: str) -> str:
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return {
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"weekly": "财务经营周报",
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"quarterly": "财务经营季报",
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"annual": "财务经营年报",
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}.get(report_type, "财务经营报告")
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def _month_end(year: int, month: int) -> date:
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next_month = date(year + (month // 12), (month % 12) + 1, 1)
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return next_month - timedelta(days=1)
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def _day_start(value: date) -> datetime:
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return datetime.combine(value, datetime.min.time(), tzinfo=UTC)
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def _day_after(value: date) -> datetime:
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return datetime.combine(value + timedelta(days=1), datetime.min.time(), tzinfo=UTC)
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def _money(value: float | Decimal) -> str:
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return f"¥{float(value):,.0f}"
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